Swap root tables in the Tableau data model: New in Tableau 2022.1

0:00In Tableau 22.1 Tableau have enhanced the

0:03data model capabilities so you can swap

0:05root tables and move the tables around the

0:08logical and physical layers around the view

0:11without having to rebuild the whole entire

0:12data model.

0:13Here I have a data model that's been pre-

0:16built. You can actually follow along with

0:17this data source.

0:18If you head to the URL on Tableau's website

0:20you can actually download this exact data

0:23set.

0:23I'm actually using the bookshop.tdsx and

0:25the bookshoplibraries.tdsx. You can do this

0:28with either but the bookshoplibraries.tdsx

0:31is a much bigger data model and it's

0:33exactly what I'm using here.

0:35And what you can now do in 22.1 is if you

0:37realize that you've built out this whole

0:39entire intricate model and you'd like to

0:41move these tables around it's much easier

0:43to do that.

0:44Check this out. Let's say that I realize

0:46that the publisher table should actually be

0:48my root table. I can right click on

0:50publisher and go to the option here to swap

0:52with root.

0:53And Tableau will look at the data model and

0:55it will literally move everything around

0:57for you to get the publisher as a root

0:59table.

1:00Essentially you're swapping the things

1:02around and notice that it keeps the

1:03relationships, relatively speaking, exactly

1:05where everything else was supposed to be.

1:08I don't know the full terminology for that

1:10but book is still related to everything

1:11that was related to it in the right way.

1:14Catalog sales are still related to edition

1:16which is related to the publisher in

1:18exactly the right way.

1:19It's looked at all the relationships and

1:21kept everything in context which means you

1:23still have a working data model when you do

1:25this.

1:26Saving so much time especially if you've

1:28built out a huge data model.

1:29Now let's say you want to undo this. Let's

1:31say you want to move it back.

1:32Well of course you can just go back to book

1:34, swap with root which is going to swap it

1:36with a publisher and everything goes back

1:38to how it was before.

1:40So this is really really handy. But it

1:41doesn't stop there. You can actually

1:43improve this.

1:44Let's say that we realize that the edition

1:45table should be related to the awards.

1:48I can right click edition and this time go

1:50to the move to option and you can see here

1:52that I actually have the other logical

1:54layers that I can look at.

1:56And I can actually send it over to the

1:58award and it moves everything related to

2:01edition after edition to that new place

2:04when it moves edition across.

2:05So now everything is related in the right

2:08setup.

2:09So what this sort of feature is doing is it

2:10's looking at your whole data model and

2:12bringing everything related to that logical

2:14layer with it when it moves.

2:16So this is a really nice quality of life

2:18improvement. It's going to save a lot of

2:19time.

2:20Most data models aren't this complex. Most

2:22data models do tend to be a little bit

2:24simpler.

2:25I'm just going to move this back to the

2:27book and you'll see a sort of a nice

2:29feature here actually where it remembers

2:31the relationship that was set.

2:33So when you move something across and it

2:34doesn't work, you move it back. It's

2:36remembered that relationships and for the

2:37record you can view any relationship by

2:39clicking on the line.

2:41This used to be called the noodle. Tabla

2:42doesn't really use that terminology anymore

2:44.

2:44When you click on these noodles, you

2:46actually get a description of that

2:47relationship just down here.

2:49They've changed the interface a little bit

2:50in the previous version and this is nice

2:52because it gives you a little bit more

2:54context of what's changing.

2:55And of course you've got this nice little

2:57drop down so you can sort of zoom around

2:59the whole entire logical and physical setup

3:02in a really, really nice and easy to see

3:04way.

3:04So this is a really, really nice thing to

3:05sort of look at. You've got your

3:07relationships at the top, logical tables at

3:09the bottom and it's super smooth.

3:11So this is, there's not really much more to

3:13it than this. You can swap them around. Hur

3:15rah, this is great. Get using it.

3:18But yeah, absolutely. The data model is

3:19making lots and lots of strides and it's

3:22good to see this finally in Tabla.

3:24Check out my other videos on 22.1 and if

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